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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Float revenue; Inv... | $95,782 |
BRINKER CAPITAL3+ years Filed as: ORION INVESTMENT ADVISORS, LLC Service code 16 · EIN 26-4041826 | Consulting | $36,787 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,197 | $74,552+0.9% | $63,018+19.3% | $69,631+8.0% |
| Participation rate | 59.5% | 78.3%-18.8pp | 74.8%-15.3pp | 70.7%-11.2pp |
| Annual return | 14.84% | 15.77%-0.9pp | 87.62%-72.8pp | 27571.02%-27556.2pp |
| Employer contribution / active EE | $2,506 | $2,929-14.4% | $2,761-9.2% | $2,032+23.3% |
| Participant deferral / active EE | $3,976 | $2,974+33.7% | $3,330+19.4% | $3,224+23.3% |
| Admin fee / account holder | $204 | $59+242.8% | $3,601-94.3% | $110+84.4% |